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Occidental Petroleum

1,049 hedge funds and large institutions have $29B invested in Occidental Petroleum in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 323 increasing their positions, 470 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% less ownership

Funds ownership: 79.51%78.74% (-0.76%)

7% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 168

3% less funds holding

Funds holding: 1,0771,049 (-28)

8% less capital invested

Capital invested by funds: $31.6B → $29B (-$2.61B)

11% less call options, than puts

Call options by funds: $866M | Put options by funds: $971M

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

31% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 470

Holders
1,049
Holders Change
-28
Holders Change %
-2.6%
% of All Funds
20.67%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.28%
New
156
Increased
323
Reduced
470
Closed
168
Calls
$866M
Puts
$971M
Net Calls
-$106M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
851
Trust Company of Vermont
Vermont
$94K -$27.2K -679 -23%
ACM
852
Allred Capital Management
Texas
$92.1K +$89.5K +2,234 New
FPS
853
Fieldpoint Private Securities
Connecticut
$92K
SFSIG
854
San Francisco Sentry Investment Group
California
$91K -$78.2K -1,953 -47%
PA
855
Parallel Advisors
California
$91K +$31.8K +795 +56%
BDS
856
Banco de Sabadell
Florida
$90K +$88.1K +2,200 New
BUB
857
BBVA USA Bancshares
Texas
$89K +$86.5K +2,160 New
SC
858
Solstein Capital
California
$89K +$86.9K +2,170 New
BSPF
859
British Steel Pension Fund
United Kingdom
$87K
WC
860
Whitnell & Co
Illinois
$87K +$52.1K +1,300 +163%
AA
861
Argent Advisors
Louisiana
$86K +$83.3K +2,080 New
AA
862
Ancora Advisors
Ohio
$85K +$82.6K +2,063 New
SCM
863
Silvant Capital Management
Georgia
$80K
SFM
864
Systematic Financial Management
New Jersey
$76K
WCG
865
Weaver Consulting Group
California
$75K +$9.37K +234 +16%
RFM
866
Royal Fund Management
Florida
$74K -$34.2K -854 -32%
OC
867
Oakworth Capital
Alabama
$74K -$3.04K -76 -4%
LC
868
Lindbrook Capital
California
$74K +$11.8K +294 +20%
CBT
869
Central Bank & Trust
Kentucky
$72K -$2.76K -69 -4%
Fuller & Thaler Asset Management
870
Fuller & Thaler Asset Management
California
$72K +$8.01K +200 +13%
BG
871
Bollard Group
Massachusetts
$71K
MA
872
MCF Advisors
Kentucky
$70K
EFSCE
873
Enterprise Financial Services Corp (EFSC)
Missouri
$65K -$9.97K -249 -14%
Loomis, Sayles & Company
874
Loomis, Sayles & Company
Massachusetts
$65K +$8.85K +221 +16%
CA
875
Crewe Advisors
Utah
$64K

OXY Hedge Fund Activity: Q4 2019 in Review

1,049 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Occidental Petroleum (OXY) for Q4 2019, worth a combined $29B — down 8.3% from $31.6B a quarter earlier.

Sellers outnumbered buyers: 168 funds closed out of OXY and 156 opened new positions — a net loss of 12 holders — while 470 trimmed existing stakes and 323 added.

The largest buyer was Berkshire Hathaway, adding an estimated $459M. The largest seller was Two Sigma Advisers, cutting an estimated $157M.

  • 1,049 institutional investors held Occidental Petroleum (OXY) as of Q4 2019, down from 1,077 in Q3 2019.
  • Funds reported $29B of Occidental Petroleum stock for Q4 2019, down 8.3% quarter-over-quarter.
  • 156 funds opened new Occidental Petroleum positions in Q4 2019 and 168 closed out, a net change of -12 holders.
  • The largest Occidental Petroleum buyer in Q4 2019 was Berkshire Hathaway, an estimated $459M added.
  • The largest Occidental Petroleum seller in Q4 2019 was Two Sigma Advisers, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2019.